BETA

RICHARD D VERLEGER CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
RICHARD D VERLEGER CHARITABLE FOUNDATION (EIN 81-1044843)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-02-24
IRS object ID
202630559349100118
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-02-24T16:46:16-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453768259PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARTINBROWN CPAS & ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13411 TAMIAMI TRAIL NORTH SUITE 201AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN811044843EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD D VERLEGER CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone2399943518PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118381 PANTHER TRAIL LANEAddressLine1Txt
CityNORTH FORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33917ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIMBERLY VERLEGERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2399943518PhoneNum
Signature2026-02-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL J BROWN CPAPreparerPersonNm
PTINP00839712PTIN
Phone2392548306PhoneNum
Preparation2026-02-24PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,959,261FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$574,622ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$17,557InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17,557InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$56,152DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,152DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$41,028NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$423,475GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,028CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$689,359TotalRevAndExpnssAmt
Total Net Invst Incm$114,737TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$40,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$13,333CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$13,333CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,170AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,585AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,585AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,944TaxesRevAndExpnssAmt
Taxes Net Invst Incm$580TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$19,899OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,899OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$67,013TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$36,397TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,918TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,518ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,518ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,531TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$36,397TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$21,436TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$616,828ExcessRevenueOverExpensesAmt
Net Investment Income$78,340NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$655,461SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$814,122SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$814,122SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,513,019CorporateStockBOYAmt
Corporate Stock EOY$1,971,186CorporateStockEOYAmt
Corporate Stock EOYFMV$2,145,139CorporateStockEOYFMVAmt
Total Assets BOY$2,168,480TotalAssetsBOYAmt
Total Assets EOY$2,785,308TotalAssetsEOYAmt
Total Assets EOYFMV$2,959,261TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,168,480NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,785,308NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,168,480TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,785,308TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,168,480TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,785,308TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,168,480TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$616,828ExcessRevenueOverExpensesAmt
Subtotal$2,785,308SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,785,308TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO 3157 ATTACHP2024-04-032025-03-14$129,277$124,694$4,583$4,583
WELLS FARGO 3157 ATTACHP2024-04-032025-11-06$272,284$257,753$14,531$14,531
FieldValueIRS element (for citing)
Capital Gain Net Income$41,028CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,583NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,089InvestmentIncomeExciseTaxAmt
Subtotal$1,089SubtotalAmt
Tax Based On Investment Income$1,089TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$700EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$700TotalPaymentsAndCreditsAmt
Tax Due$389TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKIMBERLY VERLEGERIndividualWithBooksNm
Phone2399943518PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line118381 PANTHER TRAIL LANEAddressLine1Txt
CityNORTH FORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33917ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKIMBERLY VERLEGERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line118381 PANTHER TRAIL LANEAddressLine1Txt
CityNORTH FORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33917ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos3.00AverageHrsPerWkDevotedToPosRt
Compensation$40,000CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,772,741AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$916,726AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,689,467TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,689,467AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,342CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,649,125NetVlNoncharitableAssetsAmt
Minimum Investment Return$132,456MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$132,456MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,089TaxBasedOnInvestmentIncomeAmt
Total Tax$1,089TotalTaxAmt
Distributable Before Adj$131,367DistributableBeforeAdjAmt
Distributable Before Ded$131,367DistributableBeforeDedAmt
Distributable As Adjusted$131,367DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$21,436ExpensesAndContributionsAmt
Qualifying Distributions$21,436QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$131,367DistributableAsAdjustedAmt
Undistributed Income PY$5,324UndistributedIncomePYAmt
Qualifying Distributions$21,436QualifyingDistributionsAmt
Applied To Year1$5,324AppliedToYear1Amt
Applied To Current Year$16,112AppliedToCurrentYearAmt
Undistributed Income CY$115,255UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OPERATION BLESSING
977 CENTERVILLE TURNPIKEVIRGINIA BEACHVA23463NONEPCGENERAL OPERATING SUPPORT$5,000
HARRY CHAPIN FOOD BANK
3760 FOWLER STREETFORT MYERSFL33901NONEPCGENERAL OPERATING SUPPORT$518
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,518TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,557ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,152ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$41,028ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$114,737ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$114,737TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD D VERLEGER TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line118381 PANTHER TRAIL LANEAddressLine1Txt
CityNORTH FORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33917ZIPCd
FieldValueIRS element (for citing)
Total Contributions$574,622TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMBCPA FEESCategoryTxt
Amt$5,170Amt
Net Investment Income$2,585NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,585DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCKS$1,970,168$2,144,121
DIVIDEND RECEIVABLE$1,018$1,018

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT FEES$19,899$19,899

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD D VERLEGER TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line118381 PANTHER TRAIL LANEAddressLine1Txt
CityNORTH FORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33917ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES INCLUDED ON FORM 1$580$580
FEDERAL EXCISE TAX$1,364

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.